High Net Worth Planner
LPL Financial
About this role
The Planner, High-Net-Worth Services at LPL Financial plays a crucial role in supporting Financial Advisors with advanced financial planning services for affluent clients. This position involves collaborating with various experts to develop tailored financial strategies and detailed plans, utilizing specialized software to facilitate the planning process. The Planner will also be a key resource for delivering comprehensive financial solutions that address complex client needs.
Skills
Qualifications
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$81k – $136k
per year